SCM

Sitrin Capital Management Portfolio holdings

AUM $200M
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$81.6K
3
+$32.7K
4
SHW icon
Sherwin-Williams
SHW
+$32.1K
5
GLW icon
Corning
GLW
+$16.3K

Top Sells

1
+$3.84M
2
+$1.83M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$284K
5
V icon
Visa
V
+$266K

Sector Composition

1 Technology 27.98%
2 Financials 16.39%
3 Healthcare 10.76%
4 Communication Services 8.66%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.55%
45,448
-1,038
2
$10M 4.82%
53,836
-8,474
3
$9.86M 4.73%
73,500
-1,094
4
$9.03M 4.33%
13,513
-227
5
$8.48M 4.07%
26,885
-200
6
$8.44M 4.05%
11,497
+44
7
$8.19M 3.93%
33,679
-1,237
8
$7.35M 3.52%
71,280
-736
9
$7.3M 3.5%
14,097
-556
10
$7.14M 3.42%
37,022
-263
11
$6.98M 3.35%
31,806
-245
12
$6.94M 3.33%
5,952
-35
13
$6.94M 3.33%
20,316
-770
14
$6.66M 3.2%
39,301
+519
15
$6.42M 3.08%
6,933
-73
16
$6.34M 3.04%
27,367
+23,435
17
$6.19M 2.97%
78,774
-1,001
18
$6.18M 2.97%
18,733
-5,952
19
$6.18M 2.96%
27,979
-391
20
$6.08M 2.92%
47,261
-95
21
$5.65M 2.71%
27,763
-398
22
$5.45M 2.62%
77,444
-628
23
$5.42M 2.6%
19,192
-730
24
$5.33M 2.56%
27,218
-1,263
25
$5.31M 2.55%
17,143
-59
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